How To Go Independent

An objective source to learn about independent business models

HTGI 049: An interview with transitions expert Teresa McCandless

PodcastBrian RuffComment


Today I interviewed a transition specialist that assists advisors with the transition process. Teresa McCandless has a ton of experience, and is a great asset to our firm and those advisors she helps transition their books to our firm. 

Have questions about this episode or questions about going independent?  

Shoot me an email at

Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE